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About Our Firm

Blue Financial, Inc. is an independent advisory firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close, trusting relationships with each of our clients.

Blue Financial, Inc.

Alex Calott Founder/Wealth Advisor

Alex Calott is a wealth advisor and partner at Blue Financial. He is also a nationally certified Social Security Advisor. He met his co-founder, Austin, at age 15 when the two were opponents in the finals of a regional tennis tournament in Mobile, Alabama. As Alex recalls, “Austin got the best of me in a long three set match and from then on out, I knew I needed to play doubles with this guy.” The duo has now carried their successful partnership on the court over into the business world, with the creation of Blue.

Alex is a licensed life insurance agent in North Carolina, Alabama, South Carolina and Kentucky. He graduated Summa Cum Laude from the University of North Carolina- Charlotte. While attending UNC Charlotte, he was the co-captain of the men’s tennis team and named Conference USA Scholar Athlete of the Year.

In his free time, Alex enjoys traveling, playing golf, and pulling for both the Charlotte Hornets and Carolina Panthers.

As a native of the Queen City, he relishes the opportunity to stay in a place he loves and live near family and friends.


Please do not put off future planning

Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.

We want to help. Please contact us by filling out the form below, or by calling us at 704-302-1141.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.

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The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser